Aurelius Legacy Partners
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1925 Century Park E Ste 1700, Los Angele...Website
www.aureliuslp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Aurelius Legacy Partners
Aurelius Legacy Partners specializes in providing holistic wealth management and financial planning services, aimed at simplifying the complexities of personal finance for their clients. They offer a multi-family office approach, integrating various financial disciplines such as investment, insurance, estate, legal, and tax strategies to create cohesive financial plans. Their target clients include individuals and families seeking to optimize their financial legacy while ensuring their wealth serves as a tool for abundance and fulfillment. With a commitment to independent advice and collaboration, Aurelius Legacy Partners prioritizes their clients' needs above those of large financial institutions.Explore more
Aurelius Legacy Partners Org Chart
AB
Director, Business Development
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Aurelius Legacy Partners specializes in providing holistic wealth management and financial planning services, aimed at simplifying the complexities of personal finance for their clients. They offer a multi-family office approach, integrating various financial disciplines such as investment, insurance, estate, legal, and tax strategies to create coh... Read More
